R&D Tax Credit
Many companies qualify without realizing it. We help uncover eligible innovation, coordinate expert review, and support a clear path from qualification to filing.
- Federal and state innovation incentive
- Dollar-for-dollar reduction of tax liability
- May apply to current and prior tax years
- Expert-led qualification and documentation
What is the R&D Tax Credit?
A federal and state incentive for businesses that develop or improve products, processes, software, techniques, or methods.
May reduce tax owed dollar-for-dollar, subject to facts and tax position.
May apply to the current year and, in some cases, prior open tax years.
Unused federal credits may potentially be carried back or forward.
30+ states may offer related R&D incentives alongside the federal credit.
Many companies qualify without realizing it.
R&D is broader than laboratory research. Everyday technical work to improve products, processes, or systems may qualify.
- Improving manufacturing processes
- Developing new products
- Improving existing products
- Software development
- Prototyping
- Testing new materials
- Engineering design
- Quality improvements
- Reducing production time
- New internal processes
- Designing or improving products, processes, or systems
- Testing alternatives
- Building prototypes or models
- Developing software or technology
- Improving reliability, performance, or efficiency
- Paying employees or contractors for technical work
Industries that may qualify — and example outcomes.
Illustrative results from past engagements. Actual eligibility and credit amounts depend on facts, documentation, and tax position.
Expert review. Clear documentation. Confident execution.
Experienced tax-credit professionals evaluate qualification, calculate potential credits, and identify the documentation needed to support a claim.
Professional evaluation of qualification.Evaluation by professionals experienced in R&D tax credit qualification.
Activities reviewed against credit criteria.Structured review of activities, roles, and technical work against credit criteria.
Estimate based on wages, costs, supplies.Estimate of potential credit based on qualifying wages, contractor costs, and supplies.
Records and narratives to support a claim.Identification of the records and narratives needed to substantiate a claim.
Findings packaged for your CPA.Findings packaged for review with the company's tax professional.
Transparent methodology at every step.A consistent methodology designed for transparency at every step.
Find out what may qualify.
Start with a strategic review to determine whether your company may have qualifying activity worth evaluating.